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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Greetings -wondering what your thoughts are on owning this s/w, h/w design company for chips versus owning the semi-conductor companies themselves. Its hard to predict who will have the next best thing, but it seems like all the companies use CDNS to help speed the design process. Your thoughts or would you prefer to pick a few key winners?
Read Answer Asked by kelly on September 18, 2020
Q: Hello gentleman and thanks for your wonderful service as always. I'm wondering if you can point me in the direction of your preferred ETF's for the tech industry and the pharma industry.
Read Answer Asked by Peter on September 18, 2020
Q: In April I was contemplating between Magnite and Digital Turbine. Based on questions asked, I bouth bought. Unfortunately, I got scared out of Apps when I bought it in the $6.00 range and it quickly moved to $3.00 and sold. I still own Magnite but down 50% since I bought it. Do you still consider
Magnite has potential? Would you continue to hold if you owned it? I know you dont give advice on what to do with our stocks, but wondering what YOU would do. Thanks.
Read Answer Asked by Helen on September 18, 2020
Q: I own all of the above. Natural gas seems to be in favour at the moment and getting a nod for the future by a number of analysts. Which of these three has the best upside ? Thanks
Read Answer Asked by kenneth on September 18, 2020
Q: Hi Peter &5i team,
If Amazon is building warehouses in Canada, will any Canadian companies benefit? In your opinion, is this a good opportunity to invest in companies such as Richards packaging,CCL,the pulp and paper industry,or other e commerce firms.
Thanks for your thoughts
Read Answer Asked by john on September 18, 2020
Q: I'm looking for a few suggestions of economy re-opening stocks, US and CAD that you would consider 'investable' with a recovery taking place over the next year or so.
Read Answer Asked by Mike on September 18, 2020
Q: Hi Folks,

I'm looking for a mid-size company in the cannabis sector. Would you kindly rank, with a brief explanation, GTII, TRUL, CURA and VFF. OR do you have another name that you prefer?

Thanks,

Dennis
Read Answer Asked by Dennis on September 18, 2020
Q: Hello,
Can you provide your thoughts on Namaste Technologies. It seems like the company has overcome the major hurtles in the last 1.5 years (less their partnership with Chokolat) and seems to be in the good position to capitalize on the alleged LM boom during COVID. Thank you!
Read Answer Asked by Irek on September 18, 2020
Q: Hi, Nuvei shares debuted Thursday with a bang and closed nicely 30% above the offer price of US$26. Initial Offering was for 26.9 mln shares ( plus 15% overallotment) of which about 90% was treasury offering of new shares and balance was sold by existing shareholders, Novacap group of funds. Caisse and most other major shareholders continue to own their stake in the company. 8.3 mln shares were traded on the first day, in total, (USD and CAD). Shares traded in the range of US$31.58-$35 and CAD$42-$46.
Initial analysis and report posted by 5i (Barkha) on the company was very informative and helpful.
Looks like, Nuvei could be in league with highly successful Canadian Tech companies like SHOP and LSPD, in the payment/ ecommerce sector.
What is your take on this company ? How do you rate company's hold in its addressable market, growth prospects and competition ?
Your commentary and guidance was invaluable and tremendously useful in the early days of LSPD, last year and helped many of us to be able to build a decent ownership, over time.
If you like NVEI, what will be your recommended approach, position size and price range ?
Thank you for your valued insight, as always.
Read Answer Asked by rajeev on September 18, 2020
Q: Why is the market not liking these two companies? Both established large cap companies, limited growth but why so unloved if interest rates will remain low for years to come? I have to admit I’m staying away from these two due to terrible price momentum. Both have lost money if held the past 5 years.
Read Answer Asked by Albert on September 18, 2020
Q: Hi group taking everything into account in the world today appreciate your top 3 stocks from both Canada + US and brief explanation why they are your picks. Moderate risk investor
Read Answer Asked by Terence on September 18, 2020
Q: Hi
Thinking of selling XEI down 11% and buying IVOL instead.
Presently I have1% in fixed income.
Your comments and suggestions always welcome.
Thank you
Mike
Read Answer Asked by Mike on September 18, 2020
Q: I think this question may be more about financial statement understanding, or oil & gas reporting specialization, than investment, so it may be beyond the scope of what you can advise?
Kelt's most recent quarterly report includes a $260 million impairment charge on their assets ("CGU") -- that magnitude is huge and is the lions share of their (huge) quarterly costs and loss.
Are you able to provide any explanation or further information about this transaction?

Unrelated, I see today's large insider purchase -- looks like a substantial vote of confidence?

(I have a tiny piece of KEL in my TFSA)
Read Answer Asked by Lotar on September 18, 2020
Q: With the impending increase in electric vehicles of all sorts, it appears to me that copper will be in higher demand. What is the best way to play that as an investment. Thanks Dennis
Read Answer Asked by Dennis on September 18, 2020
Q: Could you suggest some relatively safer RESP holdings keeping in mind that withdrawals may start to occur in the next 2 - 3 years? Thanks.
Read Answer Asked by Bill on September 18, 2020
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